Kennedy Black Wealth Management is a pioneering, award-winning independent financial planning and wealth management firm, based in London, established in response to growing changes in the market for regulated financial advice. It is clear that in the past there have been several inherent conflicts of interest within the advisory profession - even among so-called ‘independent’ advisers. Kennedy Black prides itself on going further, putting the client's interests at the heart of everything we do. We go beyond the Code of Ethics required by Chartered Financial Planning firms and voluntarily adhere to the US 'Fiduciary' Standard recently endorsed by President Obama.
At the time of writing, Kennedy Black Wealth Management is one of only 683 Chartered Financial Planning firms across the UK according to the Chartered Insurance Institute.
Professional Associations & Certifications
- Chartered Financial Planners
|City||City of London|
|Address||1 Fore Street|
|Phone Number||020 7125 0224|
Products & Services
With a focus on comprehensive financial planning, Kennedy Black can provide advice on a whole range of saving and investment opportunities. The aim is to ensure that your investments put you on the path to achieving your goals.
Among other things, we have expertise in the following sectors:
National Saving & Investments
Unit Trusts and OEICS
Onshore and Offshore Bonds
Exchange Traded Products
Enterprise Investment Schemes and Seed EIS
Venture Capital Trusts
Kennedy Black can advise, arrange and administer a whole range of pensions, including stakeholder pensions, personal pensions and Self-Invested Personal Pensions (SIPPs) utilising some of the investment expertise laid out in our Savings & Investments section.
Our clients often have questions relating to the Lifetime Allowance and the Annual Allowance. We can help with the calculations and have access to solutions that may be suitable in both circumstances.
Furthermore, we have expertise in Qualified Recognised Overseas Pension Schemes (QROPS) which can be interesting for UK nationals looking to move abroad or foreign nationals based in the UK who have built a pension pot over here and are thinking of moving back home.
Kennedy Black offers whole-of-market mortgage advice for our existing clients. We can advise on mortgages for prime residences as well as buy-to-let and other sectors, including non-prime and overseas mortgages (holiday homes etc) .
With considerable purchasing power through pi financial and its affiliates, Kennedy Black has access to exclusive deals not available directly to consumers.
Financial protection is often overlooked and yet is an important part of providing financial security to you and your family in the event of something unexpected happening.